Turns out business process flow entities have super powers

By | January 9, 2018

 

Did you know that, when setting up a workflow for a business process flow entity (Opportunity Sales Process, for example), we can configure that workflow to trigger on change of the related entities?

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In the example above, we can trigger that workflow on change of the related opportunity entity fields etc. That’s an interesting feature which makes it possible to do this:

https://blogs.msdn.microsoft.com/crminthefield/2017/12/18/automate-business-process-flow-stages-using-workflows/#comment-48546

And which makes my older post on this topic pretty much outdated:

http://www.itaintboring.com/dynamics-crm/lets-rule-the-business-process-with-a-workflow/#comment-1361

The only caveat is that it has to be a background workflow since that functionality is not available for real-time workflow.

One thing I noticed when I tried it quickly is that there seem to be a bug – whenever I use “Select“ button to add more fields, I have to make sure I click “Save” and close the workflow designer window (or just “Save and Close”). Otherwise, if I click “Select” again to add more fields, all the selections I just made in the same designer “session” disappear:

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And, then, click “OK”  and “Select” again:

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But, if I click “Save and Close” first, then open the same workflow in the designer and click “Select”, everything looks good:

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